See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,164 | $181,894-91.7% | $156,549-90.3% | $273,961-94.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -59.90% | 30.74%-90.6pp | 32.23%-92.1pp | 41.45%-101.4pp |
| Employer contribution / active EE | $6,919 | $6,248+10.7% | $5,501+25.8% | $4,869+42.1% |
| Participant deferral / active EE | $8,421 | $5,550+51.7% | $4,871+72.9% | $5,287+59.3% |
| Admin fee / account holder | $45 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |